Business Transformation Manager - WAM, Wealth Management

In this role, you will shape the future of wealth management for clients and EY by leading transformative, cross-functional projects that drive operational excellence. You'll blend strategic consulting with industry know-how, analyze market trends, and craft holistic solutions. You'll build senior-level relationships, motivate teams, and foster continuous improvement while advancing EY's trusted-advisor reputation. This position offers autonomy, a chance to influence big initiatives, and collaboration across a globally connected firm.

• medical and dental coverage
• pension and 401(k) plans
• paid time off options
• hybrid work model
• flexible vacation policy
• designated EY holidays and leaves for wellbeing

• Lead transformative wealth management engagements and drive performance improvements
• Analyze market trends to identify opportunities and craft holistic client solutions
• Build and maintain relationships with senior stakeholders and cross-functional teams
• Ensure high-quality deliverables within time and budget
• Scope projects, manage delivery workstreams, and coordinate team members with SMEs
• Refer clients to other EY teams to broaden business relationships when appropriate

• Bachelor in Business, Finance, Accounting, Computer Science, Engineering, or related field; MBA or MS preferred
• 3+ years of consulting, industry, and/or service provider experience
• 5-9 years of relevant experience
• Experience leading wealth management initiatives; agile experience
• Strong written/verbal communication, client service, and technical writing skills
• Ability to lead technology-enabled business transformations and work with Agile methodologies
• Willingness to work in person 3 days a week and travel as needed
• Proficiency in MS Office, especially PowerPoint and Excel

• Strong communication, facilitation, and presentation skills
• Relationship management with senior stakeholders
• Cross-functional collaboration
• Agile
• PowerPoint
• Excel